In this month's Market Insights Broadcast, Chris Arends, CFA®, CMT®, CAIA®, Chief Investment Officer, is joined by Daniel Goeddel, MBA, Partner and Chief Operating Officer, to unpack the SpaceX IPO — what it signals about AI, private markets, and risk — alongside a jobs-driven market sell-off, the leadership transition at the Federal Reserve, falling oil prices, and the question on every investor's mind: is the AI boom a bubble?

Key Topics Include:

• The SpaceX IPO and what it signals about AI and private markets
• Where high-conviction bets belong: the three-bucket framework
• Why a strong jobs report triggered a market sell-off
• The leadership transition at the Federal Reserve and the outlook for rates
• Falling oil prices and easing geopolitical risk
• Is the market in a bubble? What the credit and margin data show
• Using strong markets to prepare for the next downturn